Jira Software Zoho CRM
When a task is registered in Zoho CRM, add it to Jira Software.
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Jira Software Zoho CRM

When a task is registered in Zoho CRM, add it to Jira Software.

Yoom's Jira Software ＆  Zoho CRM  are ready to use! Automate tasks instantly—just copy the template!
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■Overview

This flow adds a task to Jira Software when it is registered in Zoho CRM.

‍

■Recommended for‍

1. Those who manage sales tasks in Zoho CRM

・Sales department members using Zoho CRM

・Those managing tasks per customer in Zoho CRM

‍

2. Those who manage tasks in Jira Software

・Those utilizing Jira Software for project management

・Those manually adding Zoho CRM tasks to Jira Software

‍
■Benefits of using this template

By using Zoho CRM, you can simplify customer management and optimize sales activities.
However, if you are manually linking sales tasks registered in Zoho CRM to other tools for task management, it is inefficient.

This template allows tasks registered in Zoho CRM to be automatically added to Jira Software, streamlining manual work.
Tasks registered in Zoho CRM are quickly reflected, simplifying task registration and preventing input errors and omissions.

Additionally, by integrating with chat tools, you can immediately grasp tasks added to Jira Software, allowing for efficient task management.

‍

■Notes‍

・Please integrate both Zoho CRM and Jira Software with Yoom.

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About the Apps You Use
Jira Software
Yoom allows you to utilize the Jira Software API without any code. For example, you can automatically register tasks and bugs via the API. By integrating with Github, you can easily synchronize Github issues with Jira.
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Register a lead in Zoho CRM from the signature information of an email received in Outlook.
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When a new lead is created or updated in Zoho CRM, a notification is automatically sent to the specified Slack channel. The content of the notification and the target Slack channel can be customized.‍
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API Actions That can be No-Code
Executable API actions
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Jira Software
Zoho CRM
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    When an issue is created or updated
    When a new lead is created
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    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
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    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
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    When a specific task field is updated (Webhook)
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    When a Call is Created (Webhook)
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    When a Contact is Created (Polling Trigger)
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Flowbot operations
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    Update Lead Information
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    Create Account
    Update Account Information
    Search Accounts
    Update lead custom fields
    Update account custom fields
    Get deal ID list
    Get deal information
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    Search Deal Information
    Attach File to Lead
    Attach File to Account
    Attach File to Deal
    Get lead attachment details
    Download lead attachment
    Get account attachment details
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    Download Deal Attachment File
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    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Information
    Download Contact Attachment
    Create Task
    Get Task
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    Create Event
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    Update Deal Custom Fields
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    Get Fields of a Specific Tab
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    Search Records in Custom Module
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    Delete custom module record
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Flowbot triggers
    When an issue is created
    When an issue is created or updated
Flowbot operations
    Get List of Boards
    Get Board Information
    Add Issue to Epic
    Add Bug
    Get Issue
    Add Issue
    Get Issues from Specific Board
    Edit Issue
    Search Issues
    Get List of Issue Types
    Attach files to an issue
Flowbot triggers
    When a new lead is created
    When a new account is created
    When an account is created or updated
    When a lead is created or updated
    When a lead is created (Webhook)
    When Lead is Updated (Webhook)
    When Account is Created (Webhook)
    When Account is Updated (Webhook)
    When Contact is Created (Webhook)
    When Contact is Updated (Webhook)
    Deal Created (Webhook)
    Deal Updated (Webhook)
    Task Created (Webhook)
    Task Updated (Webhook)
    Specific Field in Deal Updated (Webhook)
    When a specific lead field is updated (Webhook)
    When a specific account field is updated (Webhook)
    When a specific contact field is updated (Webhook)
    When a specific task field is updated (Webhook)
    When an event is created (Webhook)
    When an event is updated (Webhook)
    When a specific field of an event is updated (Webhook)
    When a Call is Created (Webhook)
    When a Call is Updated (Webhook)
    When a Contact is Created (Polling Trigger)
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Flowbot operations
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    Get Lead Details
    Create Lead
    Update Lead Information
    Search Leads
    Get List of Account IDs
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    Update Account Information
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    Attach File to Account
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    Get lead attachment details
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    Get account attachment details
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    Get deal attachment details
    Download Deal Attachment File
    Get Contact Details
    Create Contact
    Update Contact
    Search Contacts
    Attach File to Contact
    Get Contact Attachment Information
    Download Contact Attachment
    Create Task
    Get Task
    Search Tasks
    Create Event
    Get Event
    Search Events
    Update Deal Custom Fields
    Get Call
    Get Fields of a Specific Tab
    Create Record in Custom Module
    Search Records in Custom Module
    Update Record in Custom Module
    Delete custom module record
    Get specific custom module record
    Search calls
    Get call details
    Search webhooks
    Get Contact ID List
    Update Lead Custom Field (Multi-Select)
    Update Account Custom Field (Multi-Select)
    Update Deal Custom Field (Multi-Select)
    Get records using a COQL query
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